Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Manalapan, NJ, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$160,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
260
Avg Client Age
65
Overview

We are an independent financial planning firm focused on customized investment management for the mass-affluent and HNW families. We are currently looking to grow our office via an immediate business purchase or long-term succession plan. We also have upscale office space available for advisors who want to merge their current business into our office and grow as part of a team. New advisors can utilize our current staff that includes a Senior Financial Advisor, 2 CERTIFIED FINANCIAL PLANNERS TM, Insurance agent, Enrolled Agent (Tax Planning), Estate Planning Attorney, and an office manager.

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